Fortnox - Installation (eng)

Add and install the plugin

Go to WP-admin → Plugins → Add new plugin → Upload plugin

Add the ZIP-file you received from us
Install and activate the plugin

Add your licens key

Go to WP-admin → Fortnox → Fortnox Licens

Licens key – Enter the license-key that you received when purchasing the plugin from Redlight media
Klick activate

Getting the API Keys and set article accounts

Go to Fortnox (Log in) → Menu → Buy & Activate → Explore integrations

Search for Redlight Media AB
Click on the WooCommerce Redlight media AB app
Click on Activate integration
Log in again (Note that the user you log in with needs to have permissions to the Accounting, Invoicing and Order&Quote modules)
Approve permissions
You have now received 2 keys, an Access Token and a Refresh Token

Go to WP-admin → Fortnox → Fortnox

Fill in the Access Token and Refresh Token
Save

Set article account

Go to WordPress → Fortnox → Article Accounts

Click sync Account
Refresh the page when synchronization is complete.
Enter your sales accounts, for example 3001 (Sales within Sweden 25% VAT)
- Construction Account ID - Not used by the plugin, but there is an option in Fortnox for this account
- EU Account ID - This account is used for Sales to another EU-country, contains VAT
- EU VAT Account ID - This account is used for sales to another EU-country, reverse VAT
- Export Account ID - This account is used for sales to a country outside EU
- Purchase Account ID - This account is used for purchases, not used by the plugin.
- Sales Account ID - This account is used for sales within our base country.

Article account on each product

If the sales account is different depending on product, you can set it on each product.

Go to Products → All Products → Edit Affected Product

Single Product

Scroll to Product Data → General
Set sales accounts for the product
Save

Variable Product

Scroll to Product Data → Variants
Open the variants by selecting edit
Set sales accounts for each variant
Save

Synchronize products

Go to WordPress → Fortnox → Settings

Tick Synchronize variable products (If your store has variable products)
Tick Enable advanced settings
Save

Go to WordPress → Fortnox → Syncing Fortnox

Click Sync Products. (We always recommend that you make a backup copy of your products in case something unexpected happens.)

When syncing, all published products in WooCommerce end up in Fortnox (If the products have an article number specified, it will be used, otherwise one will be created based on the name).

If the article number is already entered in Fortnox, the information will be retrieved from that article, i.e. stock balance, measurements, etc. This can cause some items to end up as "Out of stock" in WooCommerce if you have not specified a stock balance in Fortnox.

General Settings

Go to WordPress Fortnox → Fortnox Settings

Sync Order Status - If selected, when this status accurs send the order to Fortnox
Mark order as WarehouseReady after sync - Tick to set "stock management ready" after syncing (this can be used if you have the stock module in fortnox and want to flag the orders as stock managed)
Cost Center - If selected, all orders from this site will be connected to this cost center
Guest User Prefix - Guest Users could be prefixed in the customer register i Fortnox
Create Invoices - If selected, Invoices will be created when an order is synced
Invoice Type - If Invoices are created you can select the type of the invoice.
Bookeep Invoices - If this is selected, the created invoices will be bookkept.
*Update stock from Fortnox on scheduled intervals - This settings fetches stock level from Fortnox on defined intervals
Stock Scheduled Recurrance - Select how often the stock levels should be fetched from Fortnox
Enable Order status events - Allows WooCommerce to listen on events that happens in Fortnox
- Check Orders with Status - Select the status(es) you want the plugin to listen to
- Set this status when invoice is created in Fortnox - If selected, this status will be set when Invoice is created for connected order.
- Set this status when order is cancelled in Fortnox - If selected, this status will be set when order is cancelled in Fortnox
Sync Variable Products - Allows variations to be synced to Fortnox.
Order Date Filter - If checked, this displays "From", if a date is set, orders cannot be synced until this date has passed.
Debug log - If checked, this logs Fortnox events such as api requests inside a log. Mostly used for debugging purposes
*Allow WooCommerce to update data in Fortnox - If checked, WooCommerce can update Fortnox with Dimensions, Stock levels, and Weight.

*These settings cannot be combined

Ways of Delivery

Go to WordPress → Fortnox → Ways of Delivery

Here you can map WooCommerce Delivery methods against Fortnox delivery terms.

Additional stores

For those of you who want to have multiple WooCommerce stores connected to one and the same Fortnox account, there is a special setting that makes it possible to connect up to 6 stores to one and the same Fortnox.

Send an email to support@redlight.se and let us know that you want to use the function for extra stores, as well as how many stores it concerns, we will get back to you with a link to get API keys for the extra stores.

Go to WP-admin → Fortnox → Settings and check "Enable advanced settings"

Refresh the page
Scroll to Select Integration
Set Redlight – Extra store #1, on the first extra store, Extra store #2 on the second, etc.

Hooks and filters

If you need to manipulate data sent to Fortnox, that's possible and there are filters and hooks for this → https://docs.redlight.se/article/41-fortnox-hooks-actions